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Client Operation Analyst

  • Profession:

    Accounting & Finance
  • Specialty:

    Analyst - Portfolio
  • City:

    Newton
  • State:

    MA
  • Status:

    Open
  • Type:

    Direct Hire
  • Job Id:

    77975

Description:

A wealth management firm in Newton, MA is seeking a Client Operation Analyst to join their team (pay is up to $45K). Apply today for this lucrative opportunity with a top firm!

Responsibilities for the Client Operation Analyst:

  • Prepare and complete applications for new client investment accounts
  • Process and deliver client requests for money movement, check requests, etc.
  • Act as the main contact for all clients, back office personnel, compliance officers, vendors, and representatives from other financial firms
  • Assist team members, with a focus on operational and compliance items, and general research
  • Organize all client events
  • Contribute to, edit, and publish blast emails, quarterly letters, and announcements
  • Manage all podcasts, radio appearances, and all other compliance-approved social
Requirements for the Client Operation Analyst:
  • Bachelor's Degree
  • Sensitivity to confidential and personal matters
  • Technology savvy with a strong knowledge working with Microsoft Office
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Strong interpersonal skills with a customer service focus
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship

Quick Apply

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